INTEGRA ASSET ADVISORS, LC
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Our minimum investment requirement is normally over $100,000.
Our fees for our Comprehensive Wealth Management Services (CWMS) are based upon the following percentage charge annually on assets under management. Applicable pro-rata fees are payable on a quarterly basis.
Value of Portfolios                      Annual Percentage Rate
First $100,000 to $1,500,000                    1.50%
Next $500,000                                           1.25%
Next $1,000,000                                        1.00%
Next $2,000,000                                        0.80%
Over $5,000,000                                        Negotiable
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